See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,570 | $73,933+255.1% | $96,683+171.6% | $75,163+249.3% |
| Participation rate | 95.7% | 66.4%+29.2pp | 74.3%+21.3pp | 67.2%+28.5pp |
| Annual return | 16.79% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,248 | $2,928+79.3% | $3,737+40.5% | $2,670+96.6% |
| Participant deferral / active EE | $6,145 | $3,659+68.0% | $4,878+26.0% | $4,125+49.0% |
| Admin fee / account holder | $21,439 | $5,216+311.0% | $6,730+218.6% | $5,651+279.4% |